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401(k) Plans

19,426 topics in this forum

  1. Theoretical idea regarding the 402(g) limit in a short plan year. Jus

    By Bri,
    • 3 replies
    • 2.3k views
    • Bri
    • Bri

  2. Is there a way to learn ADP/ACP testing on my own? Is there a book, or

    By Guest Kimberly Stewart,
    • 9 replies
    • 3.5k views
    • MR
    • MR

  3. Gap income and short plan year

    By Guest mo again,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  4. Short Plan Year

    By Guest ANNEBV,
    • 4 replies
    • 1.9k views
    • Guest
    • Guest

  5. Top-heavy testing for short year plan

    By Jean,
    • 1 reply
    • 1.6k views

  6. Deductibility of match forfeitures.

    By Guest,
    • 6 replies
    • 1.9k views

  7. 401(k) Lump Sums and Spousal Consent. Increasing $3,500 limit to $5,00

    By Guest W J Parks,
    • 1 reply
    • 2k views

  8. Selecting participants when auditing participant data and employee con

    By Guest Scott E. Hall,
    • 2 replies
    • 4k views
    • Guest
    • Guest

  9. Admin Fee Survey? Any one interested in paticipating?

    By Cathy from Chicago,
    • 2 replies
    • 1.5k views

  10. Fully Vest Term'd EEs Non-vested Bals?

    By Guest cole stevenson,
    • 2 replies
    • 1.5k views

  11. Is it wise to rollover a 401K to an IRA if terminating employment?

    By Guest Mountain Man,
    • 15 replies
    • 5k views
    • Guest
    • Guest

  12. Vesting and Protected Benefits Issues When Amending and Restating a Mo

    By Guest W J Parks,
    • 0 replies
    • 1.6k views
    • Guest
    • Guest

  13. LIMITS FOR NON-CALENDAR PLAN YEARS

    By Guest CHRISTA,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  14. Rollover to Money Purchase Plan

    By k man,
    • 1 reply
    • 1.9k views

  15. Contribute to new 401-k or continue with my Roth IRA

    By Guest langer,
    • 1 reply
    • 2k views

  16. Does modifying payment frequency on an outstanding loan constitute a l

    By Guest Tim Breedlove,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  17. Any limit imposed by the regs or code on the amount of a hardhsip dist

    By k man,
    • 5 replies
    • 1.8k views

  18. Audit requirements for a single employer plan where more than one empl

    By Guest Pat Metallic,
    • 3 replies
    • 1.5k views
    • Guest
    • Guest

  19. what is the maximum percentage a participant can deduct in a 401(k) pl

    By Guest Tara Curran,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest

  20. Terminating Standardized 401 Plans - can anyone recommend an organizat

    By Guest dflin,
    • 8 replies
    • 1.6k views
    • Guest
    • Guest

  21. When is a compensation test required?

    By Guest MES,
    • 4 replies
    • 2.1k views
    • Guest
    • Guest

  22. Employee Irrevocable Election NOT to Participate - Hypothetical Questi

    By Guest glhotdog,
    • 8 replies
    • 7.1k views
    • Guest
    • Guest

  23. Parent-Sub Controlled Group Issues

    By Guest ELS,
    • 1 reply
    • 3.1k views

  24. Looking for pointers in searching for a new 401k Plan Administrator.

    By Guest Louis Gray,
    • 3 replies
    • 1.9k views
    • Guest
    • Guest

  25. OK to add a year end employment requirement?

    By Guest Phil L.,
    • 3 replies
    • 1.6k views
    • Guest
    • Guest

  26. Automatic enrollment & decreased waiting periods

    By Sheila K,
    • 2 replies
    • 1.8k views

  27. Different levels of matching contributions

    By Guest dlm,
    • 7 replies
    • 10.8k views
    • Guest
    • Guest

  28. Top heavy contributon for a mid-year plan merger

    By KJohnson,
    • 0 replies
    • 1.7k views

  29. What do you do when a client cannot provide census data, then goes out

    By MR,
    • 1 reply
    • 1.9k views

  30. Accountant's audit needed? Brother-sister group of more than 100 emplo

    By Guest Don J. Smith,
    • 3 replies
    • 1.7k views

  31. Deadline for distributing deferrals to correct 415 limit?

    By Richard Anderson,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  32. Hardship Distribution - Medical Expenses

    By Guest Karen Geiger,
    • 8 replies
    • 8.8k views

  33. Employee Stock Purchase Plans (ESSP) and Family Medical Leave Act

    By Guest jennifer mitchell,
    • 0 replies
    • 2.2k views
    • Guest
    • Guest

  34. Maximum contributions in 403(b) apply to 401(k)?

    By Guest RW,
    • 1 reply
    • 1.4k views

  35. What to do with after tax 401K contributions

    By Guest MikeF,
    • 3 replies
    • 3.1k views

  36. An integrated plan; top heavy; and 401(a)(4)

    By Guest SJPrince,
    • 1 reply
    • 1.7k views

  37. Terminated Participant Loans

    By Guest Tim Breedlove,
    • 0 replies
    • 2k views
    • Guest
    • Guest

  38. Eligible Employee Omitted from 401(k). How do we fix the lost deferra

    By Guest TrustMe401k,
    • 3 replies
    • 2.8k views

  39. safe harbor 401(k)

    By k man,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  40. ESOP match is based on deferrals to a separate 401(k) - is this OK an

    By Guest LMalone,
    • 3 replies
    • 2.6k views
    • Guest
    • Guest

  41. Distribution payable to alternate payee and another person?

    By Guest,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  42. Plan year end different than Company's year end - Determine deduction

    By Guest Becky Egan,
    • 1 reply
    • 2.4k views
    • Guest
    • Guest

  43. hardship distribution

    By k man,
    • 7 replies
    • 2.4k views

  44. What does a 401k plan do when they receive a notice of rejection from

    By Guest Leonard,
    • 6 replies
    • 2.9k views

  45. Is the annual deferral limit pro-rated if plan adopted mid-year?

    By Guest Tara Curran,
    • 4 replies
    • 2k views
    • Guest
    • Guest

  46. Can A Corporation Be Half Safe Harbor

    By LCARUSI,
    • 1 reply
    • 1.6k views

  47. Can employee 401(k) contributions be made from severance pay?

    By Guest Sonia Kapoor,
    • 7 replies
    • 24.5k views
    • Guest
    • Guest

  48. sale of assets of corporation

    By k man,
    • 1 reply
    • 1.7k views

  49. Any guidance on who has the responsibility for monitoring 402(g) limit

    By John A,
    • 9 replies
    • 3.9k views
    • Guest
    • Guest

  50. Timing for testing?

    By Guest,
    • 2 replies
    • 1.6k views
    • Guest
    • Guest
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